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Pathway: Accounting > AR Payment Batch The Lock Box 3 Import Format is used to import payment information into the AR Payment Batch . Before importing, an AR Payment Batch must be created. Once the batch is ready, the import file can be...
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Last Updated: 10/07/2025
in Accounts Home
Service bundles act as location-based packages of services. They ensure that customers searching online by address are shown only what’s available in their region, while also helping users in the system streamline account and service setup. Avai...
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Last Updated: 10/06/2025
in NavuNav NavuNav Android
To improve productivity and profitability reporting, drivers assigned to multiple routes must use the Switch Route feature in the application menu to move between them. Although a driver may be assigned multiple routes in a single day, stops ca...
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Critical: If your drivers run more than one route at the same time, contact Support before installing version 6.5 for Android. The following new features and enhancements are coming to the NavuNav Android application in the 6.5 release...
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Critical: If your drivers run more than one route at the same time, contact Support before installing version 6.5 for Android. Starting with NavuNav Android 6.5 , the driver will only be able to service a single route at a time. T...
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Last Updated: 10/02/2025
in NavuNav NavuNav Android
The following article provides an overview of the NavuNav features, specific to the NavuNav Android driver application. Logging In Clock In As soon as the driver logs in, they will be prompted to Clock In. Start Time here is...
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Last Updated: 10/01/2025
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Account Details Screen From the Customer screen, users can navigate between various site locations under the parent account, add new sites, and edit existing ones. Streamline the Add Site process using s...
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Last Updated: 10/01/2025
in Sales Home Exception Analysis
Pathway: Sales > Exception Analysis The Exception Analysis screen allows internal sales teams to review accounts with repeated service exceptions and determine whether to offer a new service or modify the current service, such as increas...
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Last Updated: 10/01/2025
in Setup Home User Security
Pathway: Setup > System > Permission Within the Navusoft application, user accounts require specific permissions for daily operations. These permissions are not directly allocated to individual users; rather, they are assigned to roles...
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Last Updated: 10/01/2025
in Setup Home User Security Pathway: Setup > System > Role Roles in the Navusoft application serve as collections of permissions necessary for users to access and operate within the system. Navusoft offers a predefined set of roles that are readily available for...